EWA
COIN icon

EverSource Wealth Advisors’s Coinbase COIN Stock Holding History

EverSource Wealth Advisors’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Sell
1,826
-87
-5% -$15.7K 0.01% 862
2026
Q1 		$334K Buy
1,913
+524
+38% +$103K 0.01% 795
2025
Q4 		$314K Sell
1,389
-429
-24% -$128K 0.01% 740
2025
Q3 		$613K Buy
1,818
+57
+3% +$19.3K 0.02% 429
2025
Q2 		$617K Buy
1,761
+436
+33% +$102K 0.03% 388
2025
Q1 		$228K Buy
1,325
+209
+19% +$50.6K 0.01% 607
2024
Q4 		$277K Sell
1,116
-303
-21% -$76.9K 0.02% 533
2024
Q3 		$253K Sell
1,419
-152
-10% -$30.4K 0.02% 490
2024
Q2 		$352K Buy
1,571
+646
+70% +$149K 0.02% 392
2024
Q1 		$189K Sell
925
-3
-0.3% -$540 0.01% 509
2023
Q4 		$161K Buy
928
+123
+15% +$13.4K 0.01% 490
2023
Q3 		$60.4K Sell
805
-887
-52% -$74.8K 0.01% 744
2023
Q2 		$121K Buy
1,692
+1,108
+190% +$66.1K 0.01% 517
2023
Q1 		$39.4K Sell
584
-1
-0.2% -$60 ﹤0.01% 875
2022
Q4 		$20.7K Buy
585
+513
+713% +$27K ﹤0.01% 1060
2022
Q3 		$5K Buy
72
+27
+60% +$1.89K ﹤0.01% 1354
2022
Q2 		$2K Buy
+45
New +$4.28K ﹤0.01% 1480

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EverSource Wealth Advisors's COIN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Coinbase (COIN) stake by 4.5% in Q2 2026, selling an estimated $15.7K and leaving 1,826 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #862.

EverSource Wealth Advisors first reported a position in COIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $617K in Q2 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • EverSource Wealth Advisors held 1,826 shares of Coinbase worth $267K as of Q2 2026.
  • EverSource Wealth Advisors sold 87 Coinbase shares in Q2 2026, an estimated $15.7K.
  • Coinbase made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #862 holding.
  • EverSource Wealth Advisors first reported a position in Coinbase in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Coinbase position peaked at $617K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.